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Today's Date:
Friday, December 04, 2020
Home of the Retirement Geeks

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Retirement Geeks

Let’s ‘Geek Out!’ on your retirement planning, investments and life insurance!

The Retirement Geeks of LPL Financial believe you should 

Live Your Legacy 

Now!

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Facebook Posts

4 weeks ago

RetirementGeeks

With more clarity on USA President, now vaccine, one can understand some optimism...

...the Senate seats are another big data point that will take some time to clear up.

Let's talk about your latest retirement portfolio market-risk comfort level :-)
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1 month ago

RetirementGeeks

CNBC featuring LPL Financial, regarding this crazy election... Vote! ... See MoreSee Less

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Recent News & Articles

July 14, 2020
Midyear Outlook 2020

LPL Financial Research Midyear Outlook 2020: The Trail to Recovery LPL Financial Research is looking ahead for new ways to face current challenges and prepare for better times. Use our Midyear Outlook 2020 to chart a path to eventual economic and market recovery. Plus, learn how stocks may predict the next president! It’s still going […]

June 27, 2020
We Care

Charitable Giving as Part of Your Financial Planning Jon Dewar and the RetirementGeeks are passionate about giving back and supporting the local community. When we meet with a client about their retirement planning the subject of charitable giving often comes up in conversation. Depending on a client’s situation we often recommend some form of charitable […]

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    Securities, fee-based, and advisory services offered through LPL Financial, a Registered Investment Advisor, member FINRA/ SIPC, America's No. 1 independent broker / dealer.* Trust services offered through The Private Trust Company N.A., an affiliate of LPL Financial. *Based on total revenues, as reported by Financial Planning magazine, June 1996-2019.

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